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Formulate Financial’s Procter & Gamble PG Stock Holding History

Formulate Financial’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Hold
1,623
– – 0.25% 25
2026
Q1 		$234K Hold
1,623
– – 0.29% 25
2025
Q4 		$233K Hold
1,623
– – 0.27% 26
2025
Q3 		$249K Buy
+1,623
New +$253K 0.31% 22

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Formulate Financial's PG Position: Q2 2026 in Review

Formulate Financial held its Procter & Gamble (PG) position steady in Q2 2026 at 1,623 shares worth $238K. The position accounts for 0.25% of the portfolio, ranked #25.

Formulate Financial first reported a position in PG in Q3 2025 and has held it in 4 quarters since. The position peaked at $249K in Q3 2025. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Formulate Financial held 1,623 shares of Procter & Gamble worth $238K as of Q2 2026.
  • Formulate Financial left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.25% of Formulate Financial's portfolio in Q2 2026, its #25 holding.
  • Formulate Financial first reported a position in Procter & Gamble in Q3 2025 and has held it in 4 quarters since.
  • Formulate Financial's Procter & Gamble position peaked at $249K in Q3 2025.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Formulate Financial's 13F filing for Q2 2026, filed 31 Jul 2026.